The final countdown has begun to Finovate in San Jose, a conference that ranks as my favorite show for learning and recharging that vision vibe, especially in key areas of fintech that I’ll outline shortly.

All three of my kids have recently celebrated birthdays and received a bunch of little gifts. In the mix of these gifts were some gift cards and a little bit of cash. I decided to take advantage of these newfound gifts to provide a money management...

Some will describe Intuit’s decision Thursday to sell Quicken as the end of an era. The reality is the era of desktop do-it-yourself accounting software tapped out long ago. Fewer than 22 million U.S. consumers use desktop personal finance software...

Every few years I like to go back and re-read a clever little article called Imagining the Google Future. In 2006, CNN tapped a group of tech gurus and futurists to cook up four visions for the company’s evolution. With a decade of hindsight, a few...

I always circle the spring Finovate show on my calendar because it offers insight into the future of fintech. Inevitably, two questions get asked: First, which of these companies should be on the radar for bankers, investors, and consumers? Second...

A little startup called Digit is getting a bit of ink these days for making saving money as easy as finding loose change between your sofa cushions. But it’s also providing the latest fodder for those who say, “Can’t we all agree that PFM is dead?”

It has been a newsworthy month in the world of bill payment startups. In a matter of weeks, Zumbox and Manilla announced they would close, and Intuit reportedly is in talks to plunk down $350 million to buy Check, arguably the best personal finance...

One of Javelin’s goals is to identify when there’s a disconnect between what consumers want and what bankers think consumers want. That’s because bankers who misjudge their customers’ desires are at risk of investing scarce dollars on projects and...

Here are some quick observations about NCR’s acquisition of Digital Insight, the implications for the industry and rivals, and why I remain hopeful -- but skeptical -- that NCR can unlock the value of its new $1.65 billion bauble.